Blue Trust Inc’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
157
+10
| +7% | +$3.51K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $46.7K | Buy |
147
+26
| +21% | +$8.26K | ﹤0.01% | 1404 |
|
|
2024
Q4 | $40.4K | Hold |
121
| – | – | ﹤0.01% | 1420 |
|
|
2024
Q3 | $37.3K | Buy |
121
+96
| +384% | +$29.6K | ﹤0.01% | 1688 |
|
|
2024
Q2 | $7.5K | Hold |
25
| – | – | ﹤0.01% | 2038 |
|
|
2024
Q1 | $7.5K | Buy |
+25
| New | +$7.5K | ﹤0.01% | 1523 |
|
|
2023
Q3 | – | Sell |
-98
| Closed | -$23K | – | 2164 |
|
|
2023
Q2 | $23K | Buy |
+98
| New | +$23K | ﹤0.01% | 998 |
|